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How Diversified is Your Retirement Plan at Work?
Hopefully your place of employment offers some sort of retirement plan that you are utilizing to save money. You might have a 401k account if you work at a for-profit business. Some other types of retirement accounts that you might have are a 403b annuity or a 457...
Quarterly Rebalancing: Why It’s Unnecessary
Quarterly rebalancing and asset allocation models go hand in hand. We don't have much faith in either here at Mullooly Asset Management. Tom and Brendan discussed some reasons why the traditional asset allocation model fails in last week's podcast. This week they...
Why the Traditional Asset Allocation Model Fails
If you've worked with a broker or financial planner before, then you've most likely been subjected to their pie-charts. Asset allocation models have been displayed in this pie-chart format for a long time now. Tom and Brendan discuss these pie-charts in this week's...
Emotional Investing: Leave Your Feelings Out of It
Benjamin Graham, one of the fathers of value investing, once said, "Individuals who cannot master their emotions are ill-suited to profit from the investment process". Tom and Brendan discuss the topic of emotional investing during this week's Mullooly Asset...
How to Know Your Investment Advisor Isn’t the Next Bernie Madoff
In this week's Mullooly Asset Management podcast Tom and Brendan discuss how to know your investment advisor isn't the next Bernie Madoff. Tom explains how he expects new clients to question him about this exact topic. Ever since the whole Madoff story came out in...
Why the Point and Figure Approach is Superior
In this week's Mullooly Asset Management podcast Tom and Brendan discuss why the point and figure approach is superior to other investing methods. Tom shares a first hand story from his days as a stock broker that illustrates the superiority of point and figure...
Be Skeptical of the Financial Media
You should be skeptical of the financial media. Tom and Brendan explain why in this week's podcast. When we refer to the financial media we're talking about sources like Bloomberg, CNBC, Marketwatch, and the Wall Street Journal. There are plenty of others as well, but...
How to Know When to Get Out of the Stock Market
Every investor would love it if there were one way of knowing whether to invest more or get out of the stock market. Unfortunately, we don't have crystal balls that predict the future. That leaves many people wondering how to know when to get out of the stock market...
How Much Commission Do Stock Brokers Make?
How much commission do stock brokers make? Nobody really seems to know the answer to this question. There's no doubt that many investors probably wonder this all the time. Tom and Brendan discuss the question, "How much commission do stock brokers make?", in this...
Discount Brokers vs Full-Service Brokers: What To Expect
Debates have occurred for a long time over the topic of discount brokers vs full-service brokers. In this week's Mullooly Asset Management podcast Tom and Brendan take on this heavily disputed subject. They talk about what you can expect when you choose to invest with...
How Do I Transfer My Accounts to Mullooly Asset Management?
Tom and Brendan discuss a frequently asked question in this week's Mullooly Asset Management podcast. The big question that new clients want to know is, "How do I transfer my accounts to Mullooly Asset Management?". Many investors think there will be a lot of work...
Why Knowing What You Spend is Vital to Investing
This week on the Mullooly Asset Management podcast, Tom and Brendan talk about why knowing what you spend is vital to investing. This is something Tom discusses with clients in financial planning meetings all the time. Tom normally asks them what their monthly number...
How Much Money Should Be in My Emergency Fund?
In this week's Mullooly Asset Management podcast, Tom and Brendan discuss a question they hear a lot. The question is, "How much money should be in my emergency fund?". Tom was inspired to talk about financial safety nets this week because of a New York Times article...
Should I Invest in Bonds?
Even after last week's podcast Tom has still been hearing the question, "Should I invest in bonds?". In this Mullooly Asset Management podcast the topics include that question, some bond basics to remember, and a story Tom wanted to share. First off, Tom wants...
How Much of My Portfolio Should Be in Bonds?
So you've been wondering, "How much of my portfolio should be in bonds?". In this week's Mullooly Asset Management podcast Tom and Brendan discuss a recent article from the New York Times that relates to that topic. The article's title is, "For Retirees, a...
Leveraged ETFs: Are They For You?
Tom and Brendan discuss leveraged Exchange Traded Funds in this week's Mullooly Asset Management podcast. There's a lot that investors need to understand about leveraged ETFs. The first thing that investors need to know is that these funds are not your average...
Why are Bonds Risky?
In this week's Mullooly Asset Management podcast Tom and Brendan answer the question, "Why are bonds risky?". Tom begins by pointing out that Alan Greenspan, Ben Bernanke, and Warren Buffet have all cautioned against bonds recently. Bernanke said (of bonds), “They are...
Why Brokers Sell Mutual Funds
Ever wonder why brokers sell mutual funds? Tom has a story to share about it, and that is the topic of the Mullooly Asset Management podcast this week. Tom is part of the Finance Committee for his local parish. They have a large brokerage firm that manages their...
Capital Gains Can Vary from Year to Year in Mutual Funds
Do you know the four ways to get distributions from a mutual fund? Tom and Brendan start off this week's Mullooly Asset Management podcast by talking about them. The four ways include income, dividends from holdings, short term capital gains, and long term capital...
Roth IRA’s: How They Differ From Traditional IRA’s
This week the topic of discussion for the Mullooly Asset Management podcast is Roth IRA's. Tom and Brendan felt the best way to begin this week's discussion was to talk about traditional IRA's. Most investors don't know the differences that exist between traditional...
